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Finance, Budgeting, Investing & Saving BOOTCAMP (ONLINE). Jonathan Wong GBA 564 Creativity & Innovation. SOCIAL TRENDS. Occupy Wall Street September 17 th , 2011 Zuccotti Park 99% vs. 1% Applications Is there an “App” for that? Social Media Facebook Twitter Four Square LinkedIn.

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Finance, Budgeting, Investing & Saving BOOTCAMP (ONLINE)

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Finance budgeting investing saving bootcamp online

Finance, Budgeting, Investing & Saving BOOTCAMP (ONLINE)

Jonathan Wong

GBA 564 Creativity & Innovation


Social trends

SOCIAL TRENDS

  • Occupy Wall Street

    • September 17th, 2011

    • Zuccotti Park

    • 99% vs. 1%

  • Applications

    • Is there an “App” for that?

  • Social Media

    • Facebook

    • Twitter

    • Four Square

    • LinkedIn


Cultural trends

CULTURAL TRENDS

Education Vs. Potential Earnings

US Spending/National Debt


Marketplace trends

MARKETPLACE TRENDS

  • Coupons/Discounts

    • Black Friday

    • Restaurant.com

    • Yelp.com

  • Housing Market

    • Significant decline in house value

    • Foreclosures/Bankruptcies

  • Entertainment Shifts

    • Movie Theaters vs. Disneyland

    • $6.00/hr vs. $8/hr

    • Movie: 2 hrs. Disneyland: 10 hours


Origin of idea

ORIGIN OF IDEA

  • TV SHOWS

    • SuzeOrman

    • Mad Money

    • Shark Tank

  • Reading

    • Personal Finance

    • Investing

    • Real Estate

  • Calling

    • Attention to details

    • Teaching


Potential market middle class

POTENTIAL MARKET: MIDDLE CLASS


Proposed idea

PROPOSED IDEA

  • Bootcamp Program

  • Interactive Online Experience (or APP)

    • Courses by Chapters

      • Investments

      • Taxes

      • Retirement

      • Savings/Budgeting

      • Real Estate

      • Tools (Continued…)

    • Exercises (Planning, Goals, etc)

  • Free Budgeting Consultation with purchase!


Plan example

PLAN EXAMPLE


Tools

TOOLS

  • Linking all personal accounts

    • Checking/Savings

    • Retirement (401K/IRA)

    • Investment (Scottrade, Fidelity, etc)

    • Credit Cards

  • Email/Text Alerts

    • Setting a high/low limit on accounts

    • Overspending

  • Mobile Application

    • Taking courses on the go

    • Reading current event articles


Justification

JUSTIFICATION?

  • US Education System does NOT teach students how to budget, save, spend, invest, etc.

    • Little to no classes

    • Not a requirement to graduate

  • High levels of financial illiteracy

    • EX: People complaining about the rich only paying 15% in taxes

  • Spending spree

  • Spending above means

    • Buying a house one cannot afford


Questions

QUESTIONS?

Someone who spend out of control?

Someone who doesn’t save?

Someone who lives above his/her means?

Someone who is under water for a mortgage?

Someone who is near/or bankrupted?

Someone who needs financial help?


Comments ideas

COMMENTS/IDEAS?


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